Policy uncertainty and the capital shortfall of global financial firms

B-Tier
Journal: Journal of Corporate Finance
Year: 2020
Volume: 62
Issue: C

Authors (3)

Matousek, Roman (not in RePEc) Panopoulou, Ekaterini (University of Essex) Papachristopoulou, Andromachi (not in RePEc)

Score contribution per author:

0.670 = (α=2.01 / 3 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This paper examines how economic policy uncertainty affects financial firms' capital shortages in the event of a new crisis. By employing a global economic policy uncertainty index, we show that an increase in policy uncertainty leads to future capital shortfall increases in the event of a severe market decline. This effect of policy uncertainty is of a similar magnitude for all firms across all regions and sectors, albeit with a few exceptions. As expected, well-capitalized financial firms are less affected. Our findings have important implications for policymakers and politicians, since if their response during a severe market decline is not timely and decisive, the delay will come at a cost. Further, in terms of the implications for firms' managers, we show that during periods of elevated policy uncertainty and a severe market downturn, firms will face additional, unexpected capital requirements.

Technical Details

RePEc Handle
repec:eee:corfin:v:62:y:2020:i:c:s092911992030002x
Journal Field
Finance
Author Count
3
Added to Database
2026-01-28